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HomeMy WebLinkAbout05-09-08THE MATTER OF CLAIRE R. WELDON: IN THE COURT OF COMMON PLEAS AN ADJUDICATED CUMBERLAND COUNTY, PENNSYLVANIA INCAPACITATED INDIVIDUAL ORPHANS COURT DIVISION NO. 21-07-0606 ORDER OF COURT AND NOW, this ~~ day of ~~"~ ,2008, upon T consideration of the attached Petition to pay for the prearranged burial of Claire E. Weldon it is hereby directed that the guardian, Keystone Guardianship Services, be allowed to 1. Keystone Guardianship Services authorization to pay the amount of $4,995.00 to the Myers Funeral Home for the purchase of the Forethought Life Insurance Policy for the prearranged burial expenses of Weldon BX RY J. Distribution: Keystone Guardianship Services Constance E. Stoneroad 129 Market Street - Suite "1„ Millersburg, PA 17061 717-692-2345 ra %7 ~~ u --.i _~ co - _~ C~ .=.~ _ ~~ - -. r. >- ra-i t ~ ; - =a : ~ -- `. . t~ - 7-i THE MATTER OF CLAIRE R. WELDON: IN TAE COURT OF COMMON PLEAS AN ADJUDICATED CUMBERLAND COUNTY, PENNSYLVANIA INCAPACITATED INDIVIDUAL ORPHANS COURT DIVISION N0. 21-07-0606 AMENDED PETITION FOR COURT APPROVAL TO PAY PREPAID BURIAL TO THE HONORABLE JUDGES OF SAID COURT: AND 1VOW, this 8~ day of May 2008 comes the guardian, Constance E. Stoneroad, of Keystone Guardianship Services, of the above- captioned incapacitated individual, petitions as follows: 1. Claire R. Weldon is presently a resident of the Sarah A. Todd Memorial Home, located at 1000 West South Street, Carlisle, Cumberland County, Pennsylvania. 2. Claire R. Weldon is receiving a monthly social security payment paid directly to the representative payee, Sarah A. Todd Memorial Home in the amount of $545.00 toward her care and housing. 3. Keystone Guardianship Services was appointed Guardian for Claire R. Weldon, an alleged incapacitated person by the Cumberland Country Orphans Court by order dated August 6, 2007. 4. The expenses due Sarah Todd Memorial Nursing Home for the care of Claire E. .Weldon have surpassed the amount of the proceeds of the pending sale of the Weldon Cafe business and real estate. Page 1 of 3 Pages Estate Claire R. Weldon An Incapacitated Person 5. Keystone Guardianship Services has filed a claim with Department of Welfare for Medical Assistance for Claire Weldon to pay for her nursing home expenses. 6. There is no burial reserve set up for the funeral expenses of Claire R. Weldon. 7. There is a life insurance policy held with ING ReliaStar Life Insurance Company with a cash surrender value of $3,415.10 as of April 19, 2007. 8. The ING Relia3tar Life Insurance Policy has a face value of $10,000.00 9. Some of the monthly premiums paid to ING to keep the life insurance policy from lapsing were paid by Claire Weldon's daughter, Janice Young and her daughter's partner, Mike Gingrich. Recently the premiums have been paid from some earnings of the Weldon Cafe. 10. There will be no money available after the payment of Mrs. Weldon's nursing home expenses to continue to pay the insurance premiums for the life insurance coverage. 11. The Weldon Cafe real estate and the Liquor License and equipment held under Goldring & Lipman, Inc. are under contract to be sold. All outstanding issues relative to the sale have been addressed. The transfer of the Liquor License is in process and upon the approval of the transfer the settlement will be completed. 12. The balance of cash needed to purchase the burial agreement for Claire Weldon will be taken from the proceeds of the sale prior to paying the Sarah Todd Memorial Nursing Home. Page 2 of 3 Pages Estate Claire R. Weldon An Incapacitated Person 13. Funeral arrangements have been completed with the Myers Funeral Home, Tnc., 37 Main Street, Mechanicsburg, Pennsylvania 17055. (see copy of Statement of Funeral Goods and Services and Forethought Life Insurance Company contract attached as Exh.ibi t "I ") . WHEREFORE, the aforementioned guardian respectfully requests this Honorable Court enter an Order directing the following: 1. Keystone Guardianship Services authorization to pay $4,995.00 to Forethought Life Insurance Company for the prepaid burial arrangements for Claire R. Weldon from the proceeds of the ING Life Insurance Policy and the difference from the proceeds of the sale of her real estate and the Liquor License held under Respectfully Submitted: Er~le~ Esquire 644 Date : ~~~~Q-!2 ~ Of> ~ Constance E. Stoneroad KEYSTONE GUARDIANSHIP SERVICES 129 Market Street Suite "1" Millersburg, PA 17061 Office (717) 692-2345 Cell (717) 265-4056 Page 3 of 3 Pages THE MATTER OF CLAIRE R. WELDON: IN THE COURT OF COMMON PLEAS AN ADJUDICATED CUMBERLAND COUNTY, PENNSYLVANIA INCAPACITATED INDIVIDUAL ORPHANS COURT DIVISION No. zi-o~-a6o6 VERIFICATION I verify that the averments in this Petition for court approval to pay the prearranged burial expense for Claire R. Weldon are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. 4904, relating to unsworn falsification to authorities. /' Je e g e squire ID 76644 KEYSTONE GUARDIANSHIP SERVICES Date : 'bT1~ ~12~a~G~'~/ ,~,~~~~ Constance E. Stoneroad ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: CLAIRE R WELDON, AN ADJUDICATED INCAPACITATED PERSON CUMBERLAND COUNTY PENNSYLVANIA NO. 21-07-0606 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: JUDGE'S INITIALS: EEG TIME STAMP DATE: 05/09/08 IN RE: ORDER OF COURT SERVICE TO: KEYSTON GUARDIANSHIP SERVICES METHOD OF MAILING: ® USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 05/09/08 SERVICE TO: ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT eputy Clerk of Orphans' Court